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Financial Advocates Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Financial Advocates Investment Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,212
Closed -$236K – 787
2021
Q1 		$236K Buy
4,212
+12
+0.3% +$660 0.02% 677
2020
Q4 		$228K Buy
4,200
+12
+0.3% +$614 0.02% 646
2020
Q3 		$204K Buy
+4,188
New +$200K 0.02% 584

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's ILCB Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2021, closing a stake of 4,212 shares — an estimated $236K sold.

Financial Advocates Investment Management first reported a position in ILCB in Q3 2020 and held it in 3 quarters. The position peaked at $236K in Q1 2021. 123 funds tracked by Wall St. Rank hold ILCB as of Q2 2021.

  • Financial Advocates Investment Management reported no remaining iShares Morningstar US Equity ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,212 iShares Morningstar US Equity ETF shares in Q2 2021, an estimated $236K.
  • Financial Advocates Investment Management first reported a position in iShares Morningstar US Equity ETF in Q3 2020 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares Morningstar US Equity ETF position peaked at $236K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.